Cedar Fair
147 hedge funds and large institutions have $1.5B invested in Cedar Fair in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 44 reducing their positions, and 9 closing their positions.
613% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $1.59M
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
22% more capital invested
Capital invested by funds: $1.22B → $1.5B (+$275M)
9.03% more ownership
Funds ownership: 64.81% → 73.84% (+9%)
6% more funds holding
Funds holding: 139 → 147 (+8)
27% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 44
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$181M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$86.9M |
| 3 |
N
Natixis
Paris,
France
|
+$20.9M |
| 4 |
Goldman Sachs
New York
|
+$20.3M |
| 5 |
Citigroup
New York
|
+$7.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$44.2M |
| 2 |
CP
Centerbridge Partners
New York
|
-$32.8M |
| 3 |
Barclays
London,
United Kingdom
|
-$21.1M |
| 4 |
JP Morgan Chase
New York
|
-$15.5M |
| 5 |
IAM
Impala Asset Management
Palm Beach,
Florida
|
-$14M |
FUN Hedge Fund Activity: Q4 2023 in Review
147 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cedar Fair (FUN) for Q4 2023, worth a combined $1.5B — up 22% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FUN positions and 9 closed out — a net gain of 9 holders — while 32 added to existing stakes and 44 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $181M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $44.2M.
- 147 institutional investors held Cedar Fair (FUN) as of Q4 2023, up from 139 in Q3 2023.
- Funds reported $1.5B of Cedar Fair stock for Q4 2023, up 22% quarter-over-quarter.
- 18 funds opened new Cedar Fair positions in Q4 2023 and 9 closed out, a net change of +9 holders.
- The largest Cedar Fair buyer in Q4 2023 was Morgan Stanley, an estimated $181M added.
- The largest Cedar Fair seller in Q4 2023 was Thrivent Financial for Lutherans, an estimated $44.2M sold.
Based on aggregated 13F filings for Q4 2023.